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Salomon & Ludwin’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Salomon & Ludwin’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$126K Hold
1,114
– – 0.01% 221
2026
Q1 		$114K Sell
1,114
-36
-3% -$3.79K 0.01% 224
2025
Q4 		$119K Hold
1,150
– – 0.01% 211
2025
Q3 		$117K Hold
1,150
– – 0.01% 207
2025
Q2 		$113K Hold
1,150
– – 0.01% 179
2025
Q1 		$106K Hold
1,150
– – 0.01% 172
2024
Q4 		$110K Hold
1,150
– – 0.01% 165
2024
Q3 		$110K Hold
1,150
– – 0.01% 178
2024
Q2 		$101K Hold
1,150
– – 0.01% 189
2024
Q1 		$104K Buy
+1,150
New +$99K 0.01% 245

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Salomon & Ludwin's IVOV Position: Q2 2026 in Review

Salomon & Ludwin held its Vanguard S&P Mid-Cap 400 Value ETF (IVOV) position steady in Q2 2026 at 1,114 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #221.

Salomon & Ludwin first reported a position in IVOV in Q1 2024 and has held it in 10 quarters since. 172 funds tracked by Wall St. Rank hold IVOV as of Q2 2026.

  • Salomon & Ludwin held 1,114 shares of Vanguard S&P Mid-Cap 400 Value ETF worth $126K as of Q2 2026.
  • Salomon & Ludwin left its Vanguard S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
  • Vanguard S&P Mid-Cap 400 Value ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #221 holding.
  • Salomon & Ludwin first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 172 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.